Wealth High Governance Asset Management Ltda.
Q2 2026 13F filing
Updated 29 days ago50 disclosed positions worth $939.5M
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | G GNRC GENERAC HLDGS INC | $63.6M | 217.2K | 6.77% | — |
| 2 | G GLW CORNING INC | $46.2M | 181.0K | 4.92% | — |
| 3 | P PH PARKER-HANNIFIN CORP | $42.5M | 43.4K | 4.52% | — |
| 4 | T TKR TIMKEN CO | $42.1M | 289.6K | 4.48% | — |
| 5 | A AMD ADVANCED MICRO DEVICES INC | $42.1M | 72.4K | 4.48% | — |
| 6 | S SN SHARKNINJA INC | $38.6M | 253.4K | 4.11% | — |
| 7 | D DDOG DATADOG INC | $37.7M | 144.8K | 4.01% | — |
| 8 | F FIX COMFORT SYS USA INC | $35.9M | 18.1K | 3.82% | — |
| 9 | H HUT HUT 8 CORP | $33.4M | 289.5K | 3.56% | — |
| 10 | C CW CURTISS WRIGHT CORP | $32.9M | 43.4K | 3.50% | — |
| 11 | F FPS FORGENT POWER SOLUTIONS INC | $32.4M | 579.2K | 3.44% | — |
| 12 | M MKSI MKS INC. | $32.2M | 72.4K | 3.43% | — |
| 13 | A AMAT APPLIED MATLS INC | $31.4M | 43.4K | 3.34% | — |
| 14 | U UCTT ULTRA CLEAN HLDGS INC | $31M | 217.2K | 3.30% | — |
| 15 | C CAT CATERPILLAR INC | $30.8M | 29.0K | 3.28% | — |
| 16 | F FPF FIRST TR EXCHANGE-TRADED FD | $28.3M | 1.13M | 3.01% | — |
| 17 | T THYP 21SHARES HYPERLIQUID ETF | $23.9M | 632.6K | 2.55% | — |
| 18 | R RBLX ROBLOX CORP | $23.6M | 434.4K | 2.51% | — |
| 19 | S SEI SOLARIS ENERGY INFRAS INC | $23.3M | 289.5K | 2.48% | — |
| 20 | R ROST ROSS STORES INC | $23.1M | 108.6K | 2.46% | — |
| 21 | D DOCN DIGITALOCEAN HLDGS INC | $22.7M | 144.8K | 2.42% | — |
| 22 | N NXT NEXTPOWER INC | $21.6M | 180.9K | 2.29% | — |
| 23 | H HUM HUNT J B TRANS SVCS INC | $21M | 72.4K | 2.23% | — |
| 24 | ? N/A SOLV ENERGY INC | $19.7M | 579.1K | 2.10% | — |
| 25 | B BTDR BITDEER TECHNOLOGIES GROUP | $18.4M | 1.16M | 1.96% | — |
| 26 | C CIEN CIENA CORP | $17.8M | 36.2K | 1.89% | — |
| 27 | P PURR HYPERLIQUID STRATEGIES INC | $17.1M | 2.17M | 1.82% | — |
| 28 | A AS AMER SPORTS INC | $14.7M | 434.4K | 1.56% | — |
| 29 | B BTAFF BRITISH AMERN TOB PLC | $13.4M | 217.2K | 1.43% | — |
| 30 | E ENLT ENLIGHT RENEWABLE ENERGY LTD | $12.9M | 144.8K | 1.37% | — |
| 31 | E EAT BRINKER INTL INC | $9.7M | 57.9K | 1.04% | — |
| 32 | S SPY STATE STR SPDR S&P 500 ETF T | $8.6M | 11.5K | 0.92% | — |
| 33 | S SKM SK TELECOM CO LTD | $7M | 217.1K | 0.74% | — |
| 34 | B BTCW WISDOMTREE TR | $5M | 186.8K | 0.53% | — |
| 35 | A ALM ALMONTY INDS INC | $4.8M | 289.5K | 0.51% | — |
| 36 | C CRDO CREDO TECHNOLOGY GROUP HOLDI | $3.9M | 14.5K | 0.42% | — |
| 37 | ? N/A FRANKLIN TEMPLETON ETF TR | $3.8M | 135.7K | 0.40% | — |
| 38 | D DPC DPC HOLDINGS PLC | $3.6M | 72.4K | 0.38% | — |
| 39 | ? N/A INVESCO EXCH TRADED FD TR II | $2.5M | 43.6K | 0.26% | — |
| 40 | ? N/A NEW YORK LIFE INVESTMENTS ET | $2.5M | 67.7K | 0.26% | — |
| 41 | ? N/A LITMAN GREGORY FDS TR | $2.5M | 80.3K | 0.26% | — |
| 42 | A AMZN AMAZON COM INC | $2.4M | 10.1K | 0.26% | — |
| 43 | D DHR GLOBAL X FDS | $1.6M | 86.1K | 0.17% | — |
| 44 | E ETHA INVESCO EXCHANGE TRADED FD T | $1.6M | 17.3K | 0.17% | — |
| 45 | ? N/A INVESCO EXCH TRADED FD TR II | $1.5M | 35.1K | 0.16% | — |
| 46 | V VGES VANGUARD WELLINGTON FD | $1.4M | 5.8K | 0.15% | — |
| 47 | I IBIT ISHARES BITCOIN TRUST ETF | $1.1M | 34.3K | 0.12% | — |
| 48 | ? N/A PACER FDS TR | $683K | 21.5K | 0.07% | — |
| 49 | ? N/A GLOBAL X FDS | $671K | 20.9K | 0.07% | — |
| 50 | A AGBK AGI INC | $512K | 72.4K | 0.05% | — |